Bank of Montreal
BMO- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000927971
No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 658 institutions reported holding it in 13F filings for Q2 2026, worth $60.0B in total; no superinvestor holds it.
Other share classesAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
13F holders, Q3 2022
Institutional positions in Bank of Montreal as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 456
- −24 vs. Q2 2022
- Shares held
- 299.7M
- +6.56M (+2.2%) vs. Q2 2022
- Total value
- $26.4B
- −$1.88B (−6.6%) vs. Q2 2022
- New holders
- 35
- 171 more added
- Sold out
- 59
- 135 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 658 | $60.0B |
| Q1 2026 | 637 | $44.5B |
| Q4 2025 | 617 | $43.2B |
| Q3 2025 | 578 | $44.7B |
| Q2 2025 | 565 | $38.7B |
| Q1 2025 | 556 | $33.0B |
| Q4 2024 | 536 | $33.4B |
| Q3 2024 | 470 | $30.8B |
| Q2 2024 | 477 | $29.5B |
| Q1 2024 | 492 | $34.1B |
| Q4 2023 | 489 | $33.9B |
| Q3 2023 | 458 | $28.3B |
| Q2 2023 | 470 | $29.7B |
| Q1 2023 | 471 | $28.9B |
| Q4 2022 | 477 | $29.2B |
| Q3 2022 | 456 | $26.4B |
| Q2 2022 | 487 | $28.3B |
| Q1 2022 | 505 | $34.0B |
| Q4 2021 | 488 | $28.9B |
| Q3 2021 | 459 | $27.7B |
| Q2 2021 | 440 | $28.3B |
| Q1 2021 | 405 | $24.7B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 436,962 | $38.5M | 0.33% | −133,702−23.4% | Reduced |
| Value Partners Investments Inc. | 615,842 | $54.4M | 5.43% | +66,032+12.0% | Added |
| American Century Companies Inc | 623,241 | $54.6M | 0.05% | +568,760+1,044.0% | Added |
| Bank of Nova Scotia Trust Co | 627,873 | $55.0M | 6.24% | +3,203+0.5% | Added |
| Triasima Portfolio Management inc. | 707,235 | $61.9M | 5.03% | −153,918−17.9% | Reduced |
| First Trust Advisors LP | 718,045 | $62.9M | 0.08% | +84,534+13.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 733,059 | $64.3M | 0.52% | +16,271+2.3% | Added |
| Amundi | 728,198 | $66.8M | 0.04% | +24,782+3.5% | Added |
| Deutsche Bank AG | 792,081 | $69.4M | 0.04% | −451,517−36.3% | Reduced |
| Bank of New York Mellon Corp | 843,729 | $73.9M | 0.02% | +44,277+5.5% | Added |
| Cidel Asset Management Inc | 873,079 | $76.9M | 3.66% | −12,490−1.4% | Reduced |
| Omers Administration Corp | 928,000 | $81.8M | 1.37% | 00.0% | Unchanged |
| Invesco Ltd. | 967,631 | $84.8M | 0.03% | −16,579−1.7% | Reduced |
| Addenda Capital Inc. | 712,692 | $86.3M | 3.94% | +1320.0% | Added |
| Goldman Sachs Group Inc | 1,115,796 | $97.8M | 0.03% | −1,871,640−62.7% | Reduced |
| Massachusetts Financial Services Co | 1,178,969 | $103.3M | 0.04% | +480,285+68.7% | Added |
| Cardinal Capital Management, Inc. | 1,206,009 | $106.5M | 6.49% | +17,673+1.5% | Added |
| Morgan Stanley | 1,249,977 | $109.5M | 0.01% | −392,046−23.9% | Reduced |
| Intact Investment Management Inc. | 931,535 | $112.7M | 3.71% | −138,290−12.9% | Reduced |
| British Columbia Investment Management Corp | 1,407,976 | $123.2M | 1.39% | −364,840−20.6% | Reduced |
| Credit Suisse AG | 1,407,326 | $123.3M | 0.14% | +26,233+1.9% | Added |
| Newport Trust Co | 1,414,427 | $124.0M | 0.42% | +12,753+0.9% | Added |
| Agf Investments Inc. | 1,415,864 | $124.1M | 1.17% | −120,110−7.8% | Reduced |
| Franklin Resources Inc | 1,530,139 | $133.9M | 0.07% | −70,615−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,514,090 | $140.2M | 1.66% | +25,377+1.7% | Added |
| Alberta Investment Management Corp | 1,651,079 | $145.5M | 1.12% | +1,611+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,892,697 | $166.2M | 0.14% | −45,181−2.3% | Reduced |
| Canada Pension Plan Investment Board | 2,041,565 | $179.9M | 0.31% | +516,060+33.8% | Added |
| Letko, Brosseau & Associates Inc | 2,048,161 | $180.5M | 3.58% | +10,870+0.5% | Added |
| National Bank of Canada | 2,167,220 | $189.9M | 1.10% | +35,327+1.7% | Added |
| Geode Capital Management, LLC | 2,177,723 | $192.6M | 0.03% | +241,303+12.5% | Added |
| JPMorgan Chase & Co | 2,546,917 | $223.2M | 0.03% | +15,394+0.6% | Added |
| Scotia Capital Inc. | 2,621,739 | $229.8M | 1.86% | +47,536+1.8% | Added |
| Guardian Capital LP | 2,733,446 | $240.9M | 8.31% | +47,386+1.8% | Added |
| Fiera Capital Corp | 3,009,362 | $256.0M | 0.92% | −116,909−3.7% | Reduced |
| Bank of America Corp | 3,002,843 | $263.2M | 0.03% | +623,113+26.2% | Added |
| Caisse de Depot Et Placement du Quebec | 3,278,651 | $288.9M | 0.86% | −63,451−1.9% | Reduced |
| FMR LLC | 3,615,575 | $316.9M | 0.03% | +462,658+14.7% | Added |
| Dimensional Fund Advisors LP | 3,694,869 | $323.8M | 0.12% | −8,311−0.2% | Reduced |
| Legal & General Group Plc | 4,008,557 | $353.2M | 0.14% | −122,938−3.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,461,340 | $394.1M | 2.66% | +1,225,389+37.9% | Added |
| Manufacturers Life Insurance Company, The | 4,813,386 | $426.0M | 0.30% | +1,718,244+55.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,976,107 | $435.6M | 2.85% | −483,788−8.9% | Reduced |
| Norges Bank | 5,684,181 | $497.6M | 0.13% | +39,656+0.7% | Added |
| FIL Ltd | 6,660,546 | $583.8M | 0.75% | −2,690,062−28.8% | Reduced |
| CIBC Asset Management Inc | 8,062,681 | $709.7M | 3.20% | −715,521−8.2% | Reduced |
| 1832 Asset Management L.P. | 8,365,346 | $733.1M | 1.56% | +1,012,790+13.8% | Added |
| Toronto Dominion Bank | 9,748,838 | $856.1M | 1.52% | +1,976,218+25.4% | Added |
| Mackenzie Financial Corp | 12,281,455 | $1.08B | 1.85% | +992,014+8.8% | Added |
| CIBC World Markets Inc. | 12,383,284 | $1.08B | 4.66% | +995,099+8.7% | Added |
| Bank of Nova Scotia | 12,746,938 | $1.12B | 3.55% | +963,984+8.2% | Added |
| TD Asset Management Inc | 15,686,753 | $1.39B | 1.74% | +429,688+2.8% | Added |
| Vanguard Group Inc | 24,179,597 | $2.12B | 0.06% | +1,688,352+7.5% | Added |
| Bank of Montreal | 24,106,632 | $2.14B | 1.68% | +1,642,727+7.3% | Added |
| Royal Bank of Canada | 65,645,277 | $5.75B | 1.92% | +1,499,512+2.3% | Added |
| Sofos Investments, Inc. | 88 | – | – | −8−8.3% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −230,040−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −111,100−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −100,467−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −67,442−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −69,658−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −53,179−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −52,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,743−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −25,425−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −22,080−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −15,086−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,638−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,889−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,618−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,335−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,906−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −2,713−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Solidarilty Wealth, LLC | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,902−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −403−100.0% | Sold out |